David Treece

Respected financial planner David Treece is the President of Treece Financial Group, Inc. Extremely skilled at interpreting complicated financial portfolios and providing in-depth risk/reward analyses of current investments, David Treece utilizes his considerable expertise to assist clients throughout the Miami area. As a financial advisor rather than a financial broker, David Treece provides individual consultation to all of his potential clients and does not charge a single fee until they have established a sense of mutual trust. Furthermore, David Treece serves his community with a consumer advocate-oriented firm that seeks to weed out fraud and exploitation. Though he is dedicated to all his clients, Mr. Treece is well aware of the unfortunate fact that retirees are prime targets for scammers. In one incident involving an Internet-based con, a client of David Treece’s paid $9,000 to a company that promised to set up a website filled with links that would lead to ample commissions. However, the final product was a rudimentary website that received virtually no visitors. After contacting the media, David Treece not only retrieved all of the money for his client but also brought much-needed attention to the growing problem. David Treece holds a BA and an MBA from the University of Michigan. He currently resides in Miami, Florida.